wednesday brainstorming

1. This MFs did it all over again they gave some players the inside scope like Paulson gave it to his Goldman alumni in Fannie and Freddie back in 2008 but clearly he gave a lot of inside to his Goldman gang. This America is far beneath any Banana- republic when it comes to corruption and filth nowadays, even the Russians in their worst days may have been more descret when pulling such a bullshit scam.

It is a signal though that things are in a very ugly stage since despite all the liquidity of today the FED had to cancel a POMO of 8 bil..

We talked about the total disconnect between US equities and the rest of the global financial market on Monday morning. At the time, many market participants commented that they had not seen this kind of disconnect so broadly and how strange it was – and with reasonable volume (unusual for an upswing). Well, now we have some details on what exactly was said and done on Monday with the Fed decision, perhaps it is clear that someone somewhere was tipped off that this was coming as the rest of the world’s risk assets leaked inexorably lower and US equities hugely outperformed.